BAM
DFSI

Bellevue Asset Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Bellevue Asset Management’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,000
Closed -$71.5K – 496
2024
Q3 		$71.5K Hold
2,000
– – 0.04% 125
2024
Q2 		$65.9K Buy
+2,000
New +$66.6K 0.04% 123

Other funds holding DFSI

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Bellevue Asset Management's DFSI Position: Q4 2024 in Review

Bellevue Asset Management sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q4 2024, closing a stake of 2,000 shares — an estimated $71.5K sold.

Bellevue Asset Management first reported a position in DFSI in Q2 2024 and held it in 2 quarters. The position peaked at $71.5K in Q3 2024. 163 funds tracked by Wall St. Rank hold DFSI as of Q4 2024.

  • Bellevue Asset Management reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q4 2024 after selling out during the quarter.
  • Bellevue Asset Management sold 2,000 Dimensional International Sustainability Core 1 ETF shares in Q4 2024, an estimated $71.5K.
  • Bellevue Asset Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and held it in 2 quarters.
  • Bellevue Asset Management's Dimensional International Sustainability Core 1 ETF position peaked at $71.5K in Q3 2024.
  • 163 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q4 2024.

Based on Bellevue Asset Management's 13F filing for Q4 2024, filed 6 Feb 2025.